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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Dynamics 365 CRM(Onlin...
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Dynamics 365 CRM(Online) and QuickBooks(Online) Integration best way

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Posted on by M. N. Quraishi 319

Hello Experts,

We have a requirement that we have to integrate QuickBooks online and Dynamics 365 CRM online. So we want to know the best approach for the same.

Please suggest me the best approach and their pros and cons if possible. 

Thanks in advance..

  • PhillipsB Profile Picture
    PhillipsB 86 on at
    Dynamics 365 CRM(Online) and QuickBooks(Online) Integration best way
    You can integrate Dynamics and QB Online with Skyvia, avoiding the need for coding or advanced configuration. Skyvia is a no-code data integration platform that we also use because it's straightforward to set up and works seamlessly for these types of scenarios.
  • Inogic Profile Picture
    Inogic 438 on at
    RE: Dynamics 365 CRM(Online) and QuickBooks(Online) Integration best way

    Hi M.N. Quraishi,
    Integrating Dynamics 365 CRM with QuickBooks Online is a smart move to streamline your customer relationship and accounting processes.
    One of the best solutions for this integration is InoLink, available on Microsoft AppSource, which provides bidirectional integration between CRM and QuickBooks Online. Here’s why it stands out:

    Key Features of InoLink Integration

    1. Two-way Sync of Data: InoLink allows seamless syncing of Accounts, Contacts, Products, and Prices between Dynamics 365 CRM and QuickBooks. This ensures real-time, accurate data flow between both systems and provides a 360-degree view of accounting data—like transaction history and aging details—directly within CRM.
    2. Real-time Data Processing: With InoLink, any updates or modifications in Dynamics 365 CRM are automatically reflected in QuickBooks. This eliminates the need for manual data entry, reducing errors and saving time.
    3. Maintaining Data Integrity: Data duplicity is a common challenge due to differences in system structures. InoLink resolves this by linking existing Accounts, Contacts, and Products, ensuring that data entered in one system is mirrored accurately in the other.
    4. Support for Multiple QuickBooks Companies: InoLink enables a single Dynamics 365 CRM instance to sync with multiple QuickBooks companies. This is particularly helpful for organizations managing multiple businesses, as it eliminates the need for creating separate CRM instances for each QuickBooks company.
    Benefits of QuickBooks Online and Dynamics 365 CRM Integration:
    • Seamless bidirectional sync ensures data accuracy and integrity.
    • Reduces manual effort, saving time and minimizing errors.
    • Offers a consolidated view of accounting data within CRM, improving decision-making.
    • Scales with business needs by supporting multiple QuickBooks companies.

    To learn more about the app and how it can help with your business needs feel free to mail us at crm@inogic.com.

    If your organization is looking for a reliable, efficient, and scalable integration solution, InoLink is worth exploring. Consider checking out our app for a 15-day free trial from our website or Microsoft AppSource.

    Hope this helps! Let me know if you need further details.

    Thanks!

    Sam
    Website: www.inogic.com

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 CRM(Online) and QuickBooks(Online) Integration best way

    Hello Mohd Nazish,

    If you are looking to  integrate QuickBooks online and Dynamics 365 CRM online we have an addon QuickBooks connector. This addon helps you Synchronize Microsoft Dynamics CRM with QuickBooks.

    Please have a look at the link for more details: www.solzit.com/.../

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